Proficio Capital Partners’s Suncor Energy SU Stock Holding History

Proficio Capital Partners’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-18,899	Closed	-$317K	–	280
2020 Q4	$317K	Buy	18,899 +785	+4%	+$11.5K	0.05%	137
2020 Q3	$222K	Sell	18,114 -332	-2%	-$5.2K	0.04%	155
2020 Q2	$311K	Buy	+18,446	New	+$315K	0.06%	120
2019 Q3	–	Sell	-1,600	Closed	-$50K	–	1348
2019 Q2	$50K	Buy	1,600 +87	+6%	+$2.78K	0.02%	380
2019 Q1	$49K	Sell	1,513 -163	-10%	-$5.31K	0.02%	352
2018 Q4	$47K	Sell	1,676 -1,194	-42%	-$39.7K	0.02%	308
2018 Q3	$111K	Sell	2,870 -243	-8%	-$9.83K	0.04%	189
2018 Q2	$127K	Buy	3,113 +26	+0.8%	+$1.01K	0.05%	177
2018 Q1	$107K	Buy	3,087 +182	+6%	+$6.34K	0.04%	199
2017 Q4	$107K	Buy	2,905 +59	+2%	+$2.05K	0.04%	203
2017 Q3	$100K	Buy	2,846 +37	+1%	+$1.18K	0.04%	243
2017 Q2	$92K	Buy	2,809 +183	+7%	+$5.63K	0.04%	265
2017 Q1	$84K	Buy	2,626 +1,724	+191%	+$54.3K	0.04%	274
2016 Q4	$29K	Buy	902 +476	+112%	+$14.6K	0.01%	368
2016 Q3	$12K	Sell	426 -746	-64%	-$20.4K	0.01%	549
2016 Q2	$31K	Buy	1,172 +956	+443%	+$26.2K	0.02%	354
2016 Q1	$6K	Sell	216 -86	-28%	-$2.08K	0.01%	498
2015 Q4	$8K	Buy	+302	New	+$8.34K	0.01%	319

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return